401(k) Plans

19,366 topics in this forum

1. Purchase of SPIA outside of 401k plan

   By Guest andrea16, October 30, 2007
   • 0 replies
   • 984 views
   • 
   • Guest
   • October 30, 2007

2. Safe Harbor "Wait-and-See" Notice

   By Jilliandiz, August 1, 2007
   • 11 replies
   • 4k views
   • 
   • austin3515
   • October 27, 2007

3. Safe Harbor Match - Not for 2008

   By Jilliandiz, October 26, 2007
   • 3 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • October 26, 2007

4. Charging Administrative Fees to Terminated Vested Participants

   By Randy Watson, July 26, 2005
   • 15 replies
   • 7.5k views
   • 
   • Beltane
   • October 26, 2007

5. Deferrals and W-2 Comp

   By rlb64, October 26, 2007
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • October 26, 2007

6. Distribution Fee Exceeding Participant Acct. Balance

   By Guest Thomas2006, October 25, 2007
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • October 25, 2007

7. Terminated plan with small balance participants

   By Guest trying2understand, October 24, 2007
   • 3 replies
   • 1.5k views
   • 
   • Kimberly S
   • October 25, 2007

8. Client did not remit deferrals

   By Guest ellah, October 22, 2007
   • 17 replies
   • 2.5k views
   • 
   • Tom Poje
   • October 25, 2007

9. QNEC's

   By Guest AJM 34, September 5, 2007
   • 6 replies
   • 1.6k views
   • 
   • Tom Poje
   • October 25, 2007

10. Safe Harbor - no changes allowed, almost

    By John Feldt ERPA CPC QPA, October 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 25, 2007

11. Contributions made to SEP-IRA and 401k-what is the Limit?

    By Bruddah Kimo, October 24, 2007
    • 0 replies
    • 935 views
    • 
    • Bruddah Kimo
    • October 24, 2007

12. Safe Harbor Notice?

    By Dougsbpc, October 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24, 2007

13. Profit Sharing calculation

    By Guest JohnSB, October 17, 2007
    • 4 replies
    • 2.1k views
    • 
    • PLAN MAN
    • October 24, 2007

14. ADP Failure, Late Distributions and One to One QNEC

    By buckaroo, October 24, 2007
    • 0 replies
    • 1.9k views
    • 
    • buckaroo
    • October 24, 2007

15. Net earned income computation for partnership

    By Guest tmills, October 23, 2007
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • October 23, 2007

16. Uni-K to Corp 401(k) Plan

    By PMC, October 23, 2007
    • 8 replies
    • 2.1k views
    • 
    • austin3515
    • October 23, 2007

17. Plan Effective Date

    By mming, October 23, 2007
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

18. Roth 5-Year Period for Rehires

    By DTH, October 17, 2007
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2007

19. Collectively Bargained Employees and plan features

    By buckaroo, October 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • October 22, 2007

20. general question about affiliated service

    By Lori H, October 17, 2007
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • October 19, 2007

21. profit sharing correction

    By Guest JohnSB, October 19, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 19, 2007

22. compensation definition

    By Guest JohnSB, October 19, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 19, 2007

23. Fiduciary Investment Advice and Non-Plan Assets

    By Guest shapstheeldest@gmail.com, October 17, 2007
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • October 19, 2007

24. 415 compensation definition under the final regs.

    By blue, October 19, 2007
    • 0 replies
    • 1.1k views
    • 
    • blue
    • October 19, 2007

25. Employer Matching

    By pmacduff, October 17, 2007
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • October 19, 2007

26. Loan Repayments after Freeze 401(k) Plan

    By blue, October 18, 2007
    • 2 replies
    • 4.2k views
    • 
    • austin3515
    • October 18, 2007

27. QSLOB

    By Randy Watson, October 18, 2007
    • 1 reply
    • 2.1k views
    • 
    • JanetM
    • October 18, 2007

28. indexed limits

    By Tom Poje, October 17, 2007
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 18, 2007

29. Minimum Age Requirement

    By SRP, October 16, 2007
    • 11 replies
    • 5.2k views
    • 
    • ak2ary
    • October 18, 2007

30. ACP testing

    By Guest JohnSB, October 17, 2007
    • 1 reply
    • 998 views
    • 
    • Guest
    • October 17, 2007

31. Hardships versus a Loan

    By PainPA, October 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • October 15, 2007

32. Matching Contribution Allocation Rules

    By Guest jvanheyde, October 11, 2007
    • 8 replies
    • 2k views
    • 
    • Mike Preston
    • October 13, 2007

33. Non-qualified profit sharing plan

    By Guest natasa, May 30, 2007
    • 2 replies
    • 3.8k views
    • 
    • Guest
    • October 12, 2007

34. Compensation Paid after Termination of Employment

    By Guest AJM 34, October 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • October 12, 2007

35. Pro Rata ER Match after Plan Year End

    By Guest AJM 34, October 12, 2007
    • 4 replies
    • 2.1k views
    • 
    • Bill Presson
    • October 12, 2007

36. PPA Guidance- Nonpart directed?

    By austin3515, October 6, 2007
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • October 12, 2007

37. Amending a PS plan to add a Safe Harbor 401(k) provision

    By katieinny, October 11, 2007
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 12, 2007

38. Elective Deferral Contribution by Ineligible Employee

    By Guest AJM 34, October 9, 2007
    • 6 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 11, 2007

39. Form 5500 -- Who Should Sign Amended Returns?

    By Guest notapensiongeek, October 11, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 11, 2007

40. Tracking 402(g) limit in an off calendar year

    By Guest nmyers, October 8, 2007
    • 2 replies
    • 6.2k views
    • 
    • Tom Poje
    • October 9, 2007

41. Top Heavy

    By Randy Watson, October 5, 2007
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 8, 2007

42. Pension Plan limits for 2008

    By Guest LSULLIVAN, October 5, 2007
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • October 5, 2007

43. discrimination testing for 401(k) and 403(b)

    By Guest Rocky, October 5, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 5, 2007

44. Practical Guidance Over Dispute of Proper Beneficiary

    By Guest jhall, October 2, 2007
    • 7 replies
    • 3.2k views
    • 
    • Bob R
    • October 5, 2007

45. 401(k) Plan and Allowable Rollovers

    By mlp0816, October 4, 2007
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • October 4, 2007

46. Auto Enroll 90 day revocation

    By PMC, October 4, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 4, 2007

47. Reinstate Nonvested Amount to Rehire?

    By mming, October 3, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • October 3, 2007

48. approval of loans fiduciary or misisterial function?

    By k man, October 3, 2007
    • 2 replies
    • 1.2k views
    • 
    • Locust
    • October 3, 2007

49. New Comparability Plan

    By Guest AJM 34, October 1, 2007
    • 8 replies
    • 3.2k views
    • 
    • austin3515
    • October 3, 2007

50. No hours or compensation

    By jkharvey, October 3, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 3, 2007